See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,867 | $72,492+102.6% | $87,100+68.6% | $72,985+101.2% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.9%+21.9pp | 69.5%+29.2pp |
| Annual return | 12.66% | 24.46%-11.8pp | 28.19%-15.5pp | 81.00%-68.3pp |
| Employer contribution / active EE | $7,608 | $1,894+301.7% | $2,521+201.7% | $2,440+211.8% |
| Participant deferral / active EE | $4 | $3,270-99.9% | $4,049-99.9% | $3,607-99.9% |
| Admin fee / account holder | $7,313 | $5,055+44.7% | $7,497-2.5% | $5,124+42.7% |